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SpringVest Wealth Management’s Dimensional US Small Cap ETF DFAS Stock Holding History

SpringVest Wealth Management’s Portfolio DFAS Stock Details DFAS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$920K Sell
14,435
-3,434
-19% -$219K 0.74% 22
2025
Q1 		$1.07M Sell
17,869
-648
-3% -$38.7K 0.89% 21
2024
Q4 		$1.21M Buy
+18,517
New +$1.21M 1.03% 19